See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,096 | $106,515-72.7% | $96,683-69.9% | $139,434-79.1% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 25.33% | 38.43%-13.1pp | 35.69%-10.4pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,755 | $4,103-57.2% | $3,737-53.0% | $4,751-63.1% |
| Participant deferral / active EE | $2,975 | $5,454-45.5% | $4,878-39.0% | $6,710-55.7% |
| Admin fee / account holder | $2,097 | $7,877-73.4% | $6,730-68.8% | $11,403-81.6% |